Rob and Jacob take a step back from the nitty-gritty of geopolitics and markets to talk about the boom in biotech stocks related to GLP-1s. They explore whether people are getting more health conscious or not, and what that might mean for the future of the biotech industry.

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Timestamps:

(00:00) - Intro

(01:45) - GLP-1s and Ozempic

(10:50) - Health consciousness

(28:45) - Individualized healthcare

(37:25)-end - The future of biotech

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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